Security Financial Services’s iShares Gold Trust IAU Stock Holding History

Security Financial Services’s Portfolio IAU Stock Details IAU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.05M	Buy	53,685 +6,569	+14%	+$558K	0.56%	41
2026 Q1	$4.15M	Sell	47,116 -98,884	-68%	-$9.07M	0.66%	38
2025 Q4	$11.9M	Sell	146,000 -10,798	-7%	-$844K	1.86%	15
2025 Q3	$11.4M	Buy	156,798 +39,662	+34%	+$2.59M	1.84%	17
2025 Q2	$7.3M	Sell	117,136 -7,816	-6%	-$484K	1.29%	26
2025 Q1	$7.37M	Buy	124,952 +70,034	+128%	+$3.79M	1.46%	22
2024 Q4	$2.72M	Buy	+54,918	New	+$2.76M	0.55%	40

Other funds holding IAU

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Chemistry Wealth Management New York $625M AUM 19.32% 1-Year Est. Return

Mader & Shannon Wealth Management Kansas City, Missouri $214M AUM 23.75% 1-Year Est. Return

Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return

LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return